Specialties

Mary Simon is certified by the State Bar of California as a Tax Specialist. She also is a member of STEP ( Society of Trust & Estate Practioners ) and the ITPA ( International Association of Tax Planners).

Wealth management and preservation through advanced estate planning techniques are provided to clients and their advisors. This includes cross border tax and estate planning for Canadians or other foreigners with assets or businesses in the United States. Probate avoidance.

Experience in advising foreigners coming to the United States to live, work or invest so that they better understand the U.S. tax rules and properly structure the ownership of their assets.

Many years working with U.S. businesses seeking business strategies and structures for international business opportunities.

Assistance with all reporting obligations for foreign owned assets or interests held by U.S. taxpayers ( citizens, green card holders and resident aliens ).

Working with Mary Simon means a one on one relationship and personalized service. This is generally not found in larger firms that may have the expertise, but work is shifted and billed out by associates and paralegals.  Simon Law, with over 30 years of experience, can act as your primary advisor or provide you a neutral second look if you are working with larger firms. Flat fees arrangements generally can be arranged for defined projects.